FreshByte Intercompany Sales and Purchase Orders

FreshByte introduced a new feature to allow the user to export POs from one company and import the PO as a Sales Order to another. Below are the steps for use of the feature.

FreshByte Intercompany Sales and Purchase Orders

The following feature allows the User to export POs from one Company and import them as a Sales Order into another.  In order to Export a PO, the Vendor must be included in the Vendor General Group POEXP.  This Vendor Group is added as part of the initial setup. 

NOTE:  If a new Vendor needs to be exported, the Vendor must be added to the POEXP group. 


Create a PO using the Intercompany Vendor

The user follows the regular steps to create a PO.  Once the PO is created and ready to send, select SEND EDI 

Intercompany PO 1

From EDI -> Exporter, select the PO_Orders from the Dropdown List
 

Intercompany PO 2

Select EXPORT
 
Open the Company who will import the order - File -> Select Company & Location
 
From the Import Company, navigate to EDI -> Importer
Select SO_Import from the dropdown list.  Select Import

The order will be imported and accepted on the online orders screen. The User may now navigate to the sales order to import and create the sales order.  


Sales -> Orders -> Select Online Orders 

**Note: If the item codes are different in the two companies, Item Mapping will be required.